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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,046 | $138,078-43.5% | $125,363-37.7% | $134,509-42.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.34% | 750.49%-770.8pp | 572.15%-592.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $850 | $5,245-83.8% | $4,815-82.3% | $4,741-82.1% |
| Participant deferral / active EE | $14,565 | $7,800+86.7% | $7,447+95.6% | $6,400+127.6% |
| Admin fee / account holder | $301 | $11,566-97.4% | $10,005-97.0% | $11,427-97.4% |